let’s work together
professional advisors
your trusted partner in philanthropy.
We know that the relationships you build with your clients are rooted in a deep trust. It’s the reason they look to you for guidance as they plan for their own future and that of future generations.
As your clients consider how to turn their success into significance, ECCF works as your trusted philanthropic partner to help you maximize your clients’ desired impact in the community while also achieving beneficial tax outcomes.
Our team supports both experienced and emerging advisors and donors. We offer a variety of resources, giving options, and individualized guidance to help you support your clients’ charitable giving goals.
Giving should be meaningful, impactful and easy. Here’s how we can help:
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- We work with you and your clients to match their giving goals with the right type of charitable fund.
- We can receive a variety of assets including gifts of cash and securities as well as non-cash gifts like IRA distributions, life insurance, real estate, and personal property.
- We offer professionally managed Investment Options to help charitable assets grow.
- With a deep knowledge of local challenges and nonprofits we can help guide your clients’ giving to make a difference that is meaningful.
- We can help you start or elevate the conversation about charitable giving with your clients.
Financial Advisor Program (FAP)
ECCF’s Financial Advisor Program is a win-win for you and your clients. Your clients can utilize our charitable funds to support the causes they care about while you continue to manage their charitable assets.
How it works:
The FAP is available for donors who establish a fund of $100,000 or more with ECCF, who want to utilize the investment management services of their preferred advisor. At the donor’s request, and upon approval through our application process, advisors will manage the investment of charitable assets (in alignment with your client’s preferences and within ECCF’s Investment Policy) and we will provide charitable fund administration and philanthropic services.
Professional Advisor Committee (PAC)
The Professional Advisor Committee (PAC) advocates for and advises ECCF as we cultivate and grow trusted relationships with advisors in Essex County. The PAC also shares ideas and experiences with charitable giving, exchanges resources, and actively helps ECCF establish new relationships with financial advisors, tax professionals, and estate planning attorneys who serve clients in Essex County.
To learn more about the PAC and how you can get involved, please contact Stacey Landry s.landry@eccf.org or 978-777-8876 x122.
U.S. TRUST® STUDY OF THE PHILANTHROPIC CONVERSATION
According to this recent study, the vast majority of high net worth individuals give to charity, and many feel that philanthropy is an important aspect of their wealth experience. These individuals are also increasingly relying on professional advisors for support with their charitable activity.
Making Connections
A series of short conversations with professional advisors in Essex County around the topic of strategic philanthropy. Learn more about the series.
Episode 1 | Planning to Give: Now and Later
Bob Goldman, Bob Goldman Law
Episode 3 | Matt Schroeder Leads By Example
Matt Schroeder, Great Point Wealth Advisors, LLC
Episode 2 | Making it personal
Dianne Brand, The Financial Advisors
donors & giving
get in touch
Stacey Landry
Director of Gift Planning and Advisor Relations
(978) 777-8876 x122
s.landry@eccf.org
“ For estate planning clients looking for a vehicle for streamlined giving, Essex County Community Foundation is the answer. Their knowledge and expertise gives donors an easy and enjoyable way to reach their charitable giving goals.”
– TOM BURGER, THE HAMILTON GROUP
how can we help?
We would love to hear from you.
GET IN TOUCH
- 175 Andover Street, Suite 101
Danvers, Massachusetts 01923
QUICK LINKS
ECCF's Tax ID # 04-3407816